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Matin Ali, PERSONAL BANKER

Matin Ali

PERSONAL BANKER·HDFC BANK

India

Bachelor's degree, b.com

Work experience

Total years of experience: 10 years, 2 months

PERSONAL BANKER

October 2022 - December 2025

HDFC BANK

Lakhimpur, India

October 2022 - December 2025

• Managed a portfolio of 200+ retail banking clients, ensuring high
retention and satisfaction
• Achieved 120%+ monthly sales targets through cross-selling loans,
credit cards, and insurance
Generated revenue of approx. ₹40-50 lakh per quarter

• Advised customers on financial products based on their profiles
• Ensured full compliance with KYC & AML regulations
• Supported daily branch operations and customer service delivery

Company industry:
Banking
Job role:
Customer Service and Call Center

BRANCH SALES OFFICER

February 2021 - September 2022

HDFC BANK

Sitapur, India

February 2021 - September 2022

• Consistently achieved 110%+ sales targets for banking products
Acquired 50+ new customers monthly through lead generation and

direct sales
• Promoted savings accounts, loans, and credit cards
• Built long-term client relationships to increase repeat business

Company industry:
Banking
Job role:
Sales

SALES MANAGER

January 2019 - December 2020

US BAJAJ,

Lakhimpur, India

January 2019 - December 2020

• Developed and implemented sales strategies to increase market share.
• Identified and developed new markets for products or services.
• Established relationships with key clients, while maintaining existing customer base.

Company industry:
Automotive Dealership & Distributor

DIGITAL MARKETING EXECUTIVE

January 2018 - January 2019

MAHINDRA MOSARAM,

Lakhimpur, India

January 2018 - January 2019

• Promoted high customer satisfaction by resolving problems with knowledgeable
and friendly service.
• Worked successfully with diverse group of coworkers to accomplish goals and
address issues related to our products and services.
• Demonstrated leadership by making improvements to work processes and helping
to train others.

Company industry:
Automotive Dealership & Distributor

FINANCE EXECUTIVE

October 2017 - July 2018

HDFC BANK

Lakhimpur, India

October 2017 - July 2018

• Conducted financial analysis and forecasting
Supported investment evaluation and risk assessment

• Prepared financial reports for management decision-making

Company industry:
Banking

SALES EXECUTIVE

October 2015 - September 2017

Royal Enfield

Lakhimpur, India

October 2015 - September 2017

• Achieved sales targets through strong product knowledge and customer
service
• Built customer relationships to increase repeat sales

Company industry:
Automotive Dealership & Distributor
Job role:
Sales

Education

Sam Higginbotham Institute of Agriculture T&S

August 2017

August 2017

Bachelor's degree, b.com

India

GPA (percentage): 70%

GPA (percentage): 70%

Sam Higginbotham Institute of Agriculture T&S

August 2017

August 2017

Bachelor's degree, Accounting

India

Azad Inter College

June 2013

June 2013

High school or equivalent, 12th

India

S P R D H S School

June 2010

June 2010

High school or equivalent, 10th

India

Skills

Retail Banking
Expert
Retail Banking
Expert
Branch Banking
Expert
Branch Banking
Expert
Management
Expert
Management
Expert
Sales
Expert
Sales
Expert
Marketing
Expert
Marketing
Expert
Experience in multicultural, geographically distributed teams is highly preferred
Intermediate
Experience in multicultural, geographically distributed teams is highly preferred
Intermediate
Proven experience in private banking, wealth
Intermediate
Proven experience in private banking, wealth
Intermediate
management, or luxury asset sales
Beginner
management, or luxury asset sales
Beginner
Banking Products and Services
Intermediate
Banking Products and Services
Intermediate
Strong execution skills, accountability, and the ability to work independently.
Intermediate
Strong execution skills, accountability, and the ability to work independently.
Intermediate
Exceptional negotiation and communication skills
Intermediate
Exceptional negotiation and communication skills
Intermediate
Portfolio Management
Beginner
Portfolio Management
Beginner
Customer-oriented approach to handling problems
Beginner
Customer-oriented approach to handling problems
Beginner
Problem solving
Beginner
Problem solving
Beginner
Accounting and finance
Intermediate
Accounting and finance
Intermediate
Customer needs analysis
Intermediate
Customer needs analysis
Intermediate
Opportunity identification
Intermediate
Opportunity identification
Intermediate
Loan processing
Intermediate
Loan processing
Intermediate
Loan application expertise
Intermediate
Loan application expertise
Intermediate
Branch operations
Intermediate
Branch operations
Intermediate
MS Excel
Intermediate
MS Excel
Intermediate
Product cross-selling
Intermediate
Product cross-selling
Intermediate
Cross-selling and upselling
Intermediate
Cross-selling and upselling
Intermediate
Teller support
Beginner
Teller support
Beginner
Market research
Intermediate
Market research
Intermediate
Cross-selling products
Beginner
Cross-selling products
Beginner
Banking regulations
Intermediate
Banking regulations
Intermediate
Account maintenance
Beginner
Account maintenance
Beginner
Issues resolution
Intermediate
Issues resolution
Intermediate
Upselling
Intermediate
Upselling
Intermediate
Relationship Building and Management
Beginner
Relationship Building and Management
Beginner
Retail Banking
Beginner
Retail Banking
Beginner
BANKING
Intermediate
BANKING
Intermediate
BANKING SERVICES
Intermediate
BANKING SERVICES
Intermediate
ANTI MONEY LAUNDERING
Intermediate
ANTI MONEY LAUNDERING
Intermediate
CROSS SELLING
Intermediate
CROSS SELLING
Intermediate
CUSTOMER RELATIONSHIP MANAGEMENT
Intermediate
CUSTOMER RELATIONSHIP MANAGEMENT
Intermediate
FINANCIAL SALES
Intermediate
FINANCIAL SALES
Intermediate
KNOW YOUR CUSTOMER
Intermediate
KNOW YOUR CUSTOMER
Intermediate
REVENUE GROWTH
Intermediate
REVENUE GROWTH
Intermediate
SALES
Intermediate
SALES
Intermediate

Languages

Hindi

Beginner

English

Intermediate

Urdu

Intermediate

Hobbies and interests

Cricket
Photography
Riding
Music
Traveling